Financial Counselors Inc’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Financial Counselors Inc’s Portfolio DGS Stock Details DGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-78,609	Closed	-$3.75M	–	532
2020 Q4	$3.75M	Buy	+78,609	New	+$3.5M	0.09%	192
2014 Q3	–	Sell	-5,417	Closed	-$260K	–	434
2014 Q2	$260K	Sell	5,417 -530	-9%	-$25.2K	0.02%	378
2014 Q1	$277K	Buy	5,947 +4,068	+216%	+$182K	0.02%	371
2013 Q4	$87K	Buy	+1,879	New	+$88.9K	0.01%	402

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Financial Counselors Inc's DGS Position: Q1 2021 in Review

Financial Counselors Inc sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2021, closing a stake of 78,609 shares — an estimated $3.75M sold.

Financial Counselors Inc first reported a position in DGS in Q4 2013 and held it in 4 quarters. The position peaked at $3.75M in Q4 2020. 172 funds tracked by Wall St. Rank hold DGS as of Q1 2021.

Financial Counselors Inc reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Financial Counselors Inc sold 78,609 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2021, an estimated $3.75M.
Financial Counselors Inc first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2013 and held it in 4 quarters.
Financial Counselors Inc's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3.75M in Q4 2020.
172 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2021.

Based on Financial Counselors Inc's 13F filing for Q1 2021, filed 29 Apr 2021.